LWM Advisory Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $526K | Hold |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $476K | Buy |
|
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $339K | Sell |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $418K | Buy |
|